| 5/22/2025 | WBI Investments LLC | 94,424 | $3.27M | 0.9% | -52.6% | 0.774% | |
| 5/21/2025 | MBL Wealth LLC | 239,070 | $8.27M | 0.8% | +3.2% | 1.960% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 48,398 | $1.68M | 0.1% | +4.2% | 0.397% | |
| 5/16/2025 | NewEdge Advisors LLC | 132,268 | $4.58M | 0.0% | -2.2% | 1.084% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 10,233 | $354K | 0.0% | -12.7% | 0.084% | |
| 5/15/2025 | Royal Bank of Canada | 127,218 | $4.40M | 0.0% | +0.5% | 1.043% | |
| 5/14/2025 | Freedom Investment Management Inc. | 17,376 | $601K | 0.1% | +17.5% | 0.142% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 1,386 | $48K | 0.0% | N/A | 0.011% | |
| 5/14/2025 | Level Four Advisory Services LLC | 192,900 | $6.67M | 0.3% | +3.3% | 1.581% | |
| 5/13/2025 | Raymond James Financial Inc. | 269,133 | $9.31M | 0.0% | +6.3% | 2.206% | |
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| 5/9/2025 | WealthShield Partners LLC | 748 | $26K | 0.0% | -38.8% | 0.006% | |
| 5/8/2025 | Harbour Investments Inc. | 4,272 | $148K | 0.0% | -8.6% | 0.035% | |
| 5/8/2025 | Geneos Wealth Management Inc. | 71,188 | $2.46M | 0.1% | +53.2% | 0.584% | |
| 5/7/2025 | Maridea Wealth Management LLC | 56,352 | $1.95M | 0.6% | -15.9% | 0.462% | |
| 5/7/2025 | LPL Financial LLC | 550,422 | $19.05M | 0.0% | +0.8% | 4.512% | |
| 5/7/2025 | Empirical Finance LLC | 48,411 | $1.68M | 0.1% | -6.2% | 0.397% | |
| 5/6/2025 | Pacer Advisors Inc. | 306,954 | $10.62M | 0.0% | +3.0% | 2.601% | |
| 5/6/2025 | Assetmark Inc. | 928 | $32K | 0.0% | N/A | 0.008% | |
| 5/6/2025 | Cetera Investment Advisers | 378,574 | $13.10M | 0.0% | +0.3% | 3.208% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 135,471 | $4.69M | 0.0% | +6.3% | 1.148% | |
| 5/5/2025 | ODonnell Financial Services LLC | 432,246 | $14.96M | 6.2% | -15.9% | 3.663% | |
| 5/5/2025 | Private Advisor Group LLC | 16,463 | $570K | 0.0% | +2.8% | 0.140% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 108,706 | $3.76M | 0.0% | -21.4% | 0.921% | |
| 4/28/2025 | DAVENPORT & Co LLC | 31,670 | $1.10M | 0.0% | N/A | 0.268% | |
| 4/23/2025 | Mascagni Wealth Management Inc. | 7,334 | $271K | 0.3% | -18.5% | 0.062% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 267,608 | $9.26M | 0.0% | +0.9% | 2.268% | |
| 4/22/2025 | Register Financial Advisors LLC | 868 | $30K | 0.0% | N/A | 0.007% | |
| 4/22/2025 | Advisor Resource Council | 18,678 | $646K | 0.0% | -26.4% | 0.158% | |
| 4/17/2025 | Janney Montgomery Scott LLC | 6,134 | $212K | 0.0% | -14.2% | 0.052% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 9,460 | $327K | 0.0% | -9.6% | 0.080% | |
| 4/14/2025 | Whitaker Myers Wealth Managers LTD. | 35,705 | $1.24M | 0.3% | -1.8% | 0.305% | |
| 4/8/2025 | J2 Capital Management Inc | 102,673 | $3.55M | 3.3% | +67.4% | 0.878% | |
| 3/24/2025 | Mascagni Wealth Management Inc. | 7,334 | $271K | 0.2% | N/A | 0.062% | |
| 3/17/2025 | Wealth Enhancement Advisory Services LLC | 10,460 | $386K | 0.0% | -12.5% | 0.088% | |
| 2/26/2025 | Advisor Resource Council | 25,382 | $936K | 0.7% | N/A | 0.213% | |
| 2/24/2025 | Ameriflex Group Inc. | 2,554 | $98K | 0.0% | N/A | 0.021% | |
| 2/18/2025 | Focus Partners Advisor Solutions LLC | 11,720 | $432K | 0.0% | N/A | 0.103% | |
| 2/17/2025 | WBI Investments LLC | 199,294 | $7.35M | 1.8% | +3.1% | 1.756% | |
| 2/17/2025 | Cetera Investment Advisers | 377,512 | $13.93M | 0.0% | +1.4% | 3.326% | |
| 2/17/2025 | Bank of America Corp DE | 1,071,536 | $39.53M | 0.0% | +3.8% | 9.441% | |
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| 2/17/2025 | Ameriprise Financial Inc. | 85,908 | $3.17M | 0.0% | -14.9% | 0.757% | |
| 2/17/2025 | Aptus Capital Advisors LLC | 721 | $27K | 0.0% | N/A | 0.006% | |
| 2/14/2025 | Stifel Financial Corp | 83,395 | $3.08M | 0.0% | +14.1% | 0.735% | |
| 2/14/2025 | MML Investors Services LLC | 81,028 | $2.99M | 0.0% | +2.9% | 0.714% | |
| 2/14/2025 | Freedom Investment Management Inc. | 14,790 | $546K | 0.0% | -7.8% | 0.130% | |
| 2/13/2025 | NewEdge Advisors LLC | 135,281 | $4.99M | 0.0% | +3.3% | 1.192% | |
| 2/13/2025 | Rockefeller Capital Management L.P. | 188,382 | $6.95M | 0.0% | +0.1% | 1.660% | |
| 2/13/2025 | Bank of Montreal Can | 1,366 | $50K | 0.0% | -39.5% | 0.012% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 138,279 | $5.10M | 0.0% | +1.6% | 1.218% | |
| 2/12/2025 | Maridea Wealth Management LLC | 67,016 | $2.47M | 0.8% | N/A | 0.590% | |
| 2/12/2025 | Level Four Advisory Services LLC | 186,792 | $6.89M | 0.3% | -0.2% | 1.646% | |
| 2/12/2025 | Orion Portfolio Solutions LLC | 5,655 | $209K | 0.0% | -7.4% | 0.050% | |
| 2/11/2025 | LPL Financial LLC | 545,835 | $20.14M | 0.0% | +9.2% | 4.809% | |
| 2/10/2025 | Harbour Investments Inc. | 4,672 | $172K | 0.0% | -13.4% | 0.041% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 78,475 | $2.90M | 0.0% | +12.3% | 0.691% | |
| 2/10/2025 | Avantax Advisory Services Inc. | 127,419 | $4.70M | 0.0% | +5.0% | 1.123% | |
| 2/6/2025 | Raymond James Financial Inc. | 253,272 | $9.34M | 0.0% | N/A | 2.231% | |
| 2/6/2025 | Steward Partners Investment Advisory LLC | 3,049 | $112K | 0.0% | -13.4% | 0.027% | |
| 2/4/2025 | WealthShield Partners LLC | 1,222 | $45K | 0.0% | -37.9% | 0.011% | |
| 2/4/2025 | MONECO Advisors LLC | 15,198 | $561K | 0.1% | +6.0% | 0.134% | |
| 2/3/2025 | Private Advisor Group LLC | 16,010 | $591K | 0.0% | -6.0% | 0.141% | |
| 2/3/2025 | Gimbal Financial | 5,518 | $204K | 0.2% | N/A | 0.049% | |
| 1/28/2025 | Empirical Finance LLC | 51,610 | $1.90M | 0.1% | -11.8% | 0.455% | |
| 1/27/2025 | Financial Advocates Investment Management | 6,085 | $224K | 0.0% | -83.5% | 0.054% | |
| 1/27/2025 | Stratos Wealth Partners LTD. | 6,670 | $246K | 0.0% | +4.3% | 0.059% | |
| 1/24/2025 | ODonnell Financial Services LLC | 514,158 | $18.95M | 8.4% | -0.3% | 4.530% | |
| 1/22/2025 | Pacer Advisors Inc. | 298,114 | $11.00M | 0.0% | +4.5% | 2.627% | |
| 1/21/2025 | Geneos Wealth Management Inc. | 46,458 | $1.71M | 0.1% | +32.1% | 0.409% | |
| 1/17/2025 | Janney Montgomery Scott LLC | 7,150 | $264K | 0.0% | +18.8% | 0.063% | |
| 1/17/2025 | ADE LLC | 15,272 | $563K | 0.3% | -9.6% | 0.135% | |
| 1/15/2025 | J2 Capital Management Inc | 61,340 | $2.26M | 2.1% | N/A | 0.540% | |
| 1/15/2025 | Whitaker Myers Wealth Managers LTD. | 36,349 | $1.34M | 0.4% | -2.3% | 0.320% | |
| 11/15/2024 | MML Investors Services LLC | 78,742 | $2.92M | 0.0% | +435.6% | 0.694% | |
| 11/15/2024 | Jane Street Group LLC | 7,938 | $295K | 0.0% | N/A | 0.070% | |
| 11/15/2024 | Stifel Financial Corp | 73,067 | $2.71M | 0.0% | +13.4% | 0.644% | |
| 11/14/2024 | Rockefeller Capital Management L.P. | 188,112 | $6.98M | 0.0% | +2.4% | 1.657% | |
| 11/13/2024 | Freedom Investment Management Inc. | 16,039 | $595K | 0.0% | +29.8% | 0.141% | |
| 11/12/2024 | Pacer Advisors Inc. | 285,160 | $10.59M | 0.0% | +3.9% | 2.512% | |
| 11/12/2024 | Integrated Investment Consultants LLC | 19,415 | $721K | 0.0% | N/A | 0.171% | |
| 10/25/2024 | Financial Advocates Investment Management | 36,971 | $1.37M | 0.1% | -23.8% | 0.326% | |
| 10/25/2024 | MONECO Advisors LLC | 14,338 | $532K | 0.1% | -21.0% | 0.126% | |
| 10/24/2024 | Wealth Enhancement Advisory Services LLC | 11,960 | $444K | 0.0% | -7.7% | 0.105% | |
| 10/22/2024 | Private Advisor Group LLC | 17,030 | $632K | 0.0% | +7.3% | 0.150% | |
| 10/22/2024 | ODonnell Financial Services LLC | 515,479 | $19.14M | 7.8% | +8.8% | 4.542% | |
| 10/18/2024 | Whitaker Myers Wealth Managers LTD. | 37,199 | $1.38M | 0.5% | +1.3% | 0.328% | |
| 8/22/2024 | Cetera Investment Advisers | 378,586 | $13.17M | 0.0% | -0.2% | 3.336% | |
| 8/16/2024 | NewEdge Advisors LLC | 94,247 | $3.28M | 0.0% | +11.2% | 0.830% | |
| 8/16/2024 | Magnolia Capital Advisors LLC | 43,398 | $1.51M | 0.1% | -1.1% | 0.382% | |
| 8/13/2024 | Pacer Advisors Inc. | 274,360 | $9.55M | 0.0% | -7.0% | 2.417% | |
| 8/8/2024 | Envestnet Asset Management Inc. | 71,887 | $2.50M | 0.0% | +60.0% | 0.633% | |
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| 8/5/2024 | Private Advisor Group LLC | 15,873 | $552K | 0.0% | +2.8% | 0.140% | |
| 7/31/2024 | Commonwealth Equity Services LLC | 72,034 | $2.51M | 0.0% | -3.5% | 0.635% | |
| 7/31/2024 | Concurrent Investment Advisors LLC | 12,026 | $418K | 0.0% | N/A | 0.106% | |
| 7/30/2024 | ODonnell Financial Services LLC | 473,852 | $16.49M | 7.3% | +18.6% | 4.175% | |
| 7/30/2024 | WBI Investments LLC | 199,275 | $6.93M | 1.7% | -24.5% | 1.756% | |
| 7/30/2024 | International Assets Investment Management LLC | 1,725 | $60K | 0.0% | N/A | 0.015% | |
| 7/29/2024 | Financial Advocates Investment Management | 48,544 | $1.69M | 0.1% | -2.5% | 0.428% | |
| 7/26/2024 | Cambridge Investment Research Advisors Inc. | 111,369 | $3.88M | 0.0% | -0.7% | 0.981% | |
| 7/24/2024 | Strategic Financial Partners Ltd. | 10,131 | $353K | 0.2% | +5.5% | 0.089% | |
| 7/19/2024 | ADE LLC | 16,894 | $588K | 0.4% | -5.9% | 0.149% | |
